+41.1%
SOFI vs PLUG
-93.9%
+135.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.8% | +2.1% | +0.1% |
| 7D | -7.0% | 0.0% | -7.0% | -7.1% |
| 30D | -4.3% | -5.0% | +0.7% | -2.8% |
| 3M | +8.4% | -26.2% | +34.7% | +18.1% |
| 6M | -5.9% | -0.5% | -5.4% | -10.3% |
| YTD | -34.3% | +7.1% | -41.4% | -40.2% |
| 1Y | -32.6% | +46.5% | -79.1% | -48.9% |
| 3Y | +101.3% | -73.5% | +174.8% | +103.1% |
| 5Y | +12.6% | -91.3% | +103.8% | +77.8% |
| All | +41.1% | -93.9% | +135.0% | +108.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded PLUG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling